jasper pentop

After all that tax and NI - can you claim ANYTHING back if you dont work a whole year or if you are not a british national.... does anyone know??

MrsDagboy

Tax, yes, you will have to fill in a tax return for the UK from Australia & depending on what you have paid & what you have earnt, you may get a refund. Be prepared for it to be very confusing though!

NI, cant help, no idea on that one sorry .

Kentish Man

I got a tax rebate by popping into my local Inland Revenue office and picking up the relevant form. Might take a while for them to process but worth the wait for a few hundred quid.

Kentish Man

I think it's basically worked out by how much you earn in a tax year (from April 6 each year). You are entitled to earn £4,615 tax free per year. The PAYE system assumes you pay all year but if you only work part of a year then you should get a rebate.

Try this form:

http://www.inlandrevenue.gov.uk/pdfs/p50.pdf

jasper pentop

Thanks Kentish_man - you are full of good advice.. now if only i could find out about NI - I am sure i got told when I applied I could reclaim some, maybe it was thru superannuation??!?! anyway

Trevglas

I think the only way you will get your NI payments back is to wait till you are 65, and then they will send it to you, a few pence a week!


I found the Inland Revenue to be amazingly quick at working out and repaying my tax rebate, although they managed to loose my wifes tax records.

The form you need is a P85 (http://www.inlandrevenue.gov.uk/cnr/p85.pdf)

NJFOZ

You can get your tax back by submitting a P85 which you can download from the IR website - just spent mine today.

You cannot claim NI back but you may be entitled to a (part)pension at 65 depending on how many year's you have worked. There is an office in Newcastle that does all the maths, again forms etc are available of the web.

ianj

Not strictly true, I left the RAF last year and have a preserved pension. Since I left I have been working for a company that doesn't have a pension scheme. I haven't been paying into a private pension and so have had nothing for the last year.

However, I have still been a member of the S2P (State Second Pension) which we all are, unless you have opted out previously. I hadn't opted out previously but have done now for the year 2003 - 2004. This is because I know that I am going to be off to Oz. What I have done is taken out a Stakeholder Pension and that will be funded by my NI contributions by the government.

Basically, Clerical Medical have applied to the government for my NI contributions and I have had the paperwork through that says the fund will be £1200 for the last year. If I hadn't claimed it then I would have lost it as I do not think you can claim retrospectively (although I could be wrong). This was a no brainer really as it didn't cost me anything and won't do either as the government pay the money in as I am no longer a member of the S2P. This doesn't bother me as I am leaving anyway and expect to see out my days in Oz.

When I go in the next few months I will simply transfer the pension scheme to Oz and although its not much, its better than nothing and all helps.

Which is what I hope this post has done. My advice though would be to have a chat with a FA as its still quite a specialist area and there's loads people don't realise. Like me.

jasper pentop

Thank you everyone.....
The mud is a little clearer